Kestra Advisory Services, LLC

Position in NLY — Annaly Capital Management Inc

CIK 1830819 AUSTIN, TX

Position in NLY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,293,349

-$747,429 QoQ

Shares Held

236,733

-17.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#137

of 781 holders

Holding Since

Sep 2021

13 quarters on record

Real Estate · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $20,011,371 across 15 REIT - Mortgage names. NLY ranks #1 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc This page	236,733	$5,293,349
2	STWD	Starwood Property Trust, Inc.	254,615	$4,170,593
3	AGNC	AGNC Investment Corp.	293,745	$3,201,820
4	LADR	Ladder Capital Corp	229,039	$2,278,938
5	RITM	Rithm Capital Corp.	109,593	$1,029,078
6	ARI	Apollo Commercial Real Estate Finance, Inc.	89,759	$958,626
7	BXMT	Blackstone Mortgage Trust, Inc.	53,269	$902,909
8	BRSP	BrightSpire Capital, Inc.	104,204	$567,911

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,293,349	236,733	-17.1%	Shares	Sole	2026-07-28
2026-03-31	$6,040,778	285,616	+76.9%	Shares	Sole	2026-04-30
2025-12-31	$3,610,178	161,457	+19.3%	Shares	Sole	2026-02-13
2025-09-30	$2,734,493	135,304	-45.0%	Shares	Sole	2025-11-14
2025-06-30	$4,632,543	246,150	+7.0%	Shares	Sole	2025-08-15
2025-03-31	$4,673,574	230,112	-13.3%	Shares	Sole	2025-05-14
2024-12-31	$4,855,795	265,344	+738.7%	Shares	Sole	2025-02-10
2024-09-30	$634,934	31,636	-87.6%	Shares	Sole	2024-11-13
2024-06-30	$4,871,202	255,572	+16.1%	Shares	Sole	2024-08-14
2024-03-31	$4,333,887	220,106	+1212.6%	Shares	Sole	2024-05-15
2023-12-31	$324,815	16,769	+52.3%	Shares	Sole	2024-02-14
2022-12-31	$232,027	11,007	-71.8%	Shares	Sole	2023-01-31
2021-09-30	$328,422	39,005	—	Shares	Sole	2022-07-25
No filing history on record for this holder in this stock.